AB Ultra Short Income ETFYEARETF

13F holders, Q3 2025 (September 30)
75holders −2
8new positions
8sold out
1famous investor
$50.67avg. 13F price*

At the end of Q3 2025, 75 institutions reported holding AB Ultra Short Income ETF (YEAR) in their 13F filings, down 2 from Q2 2025. 8 opened new positions and 8 sold out. The largest holders were Alliancebernstein L.P. ($704.2M), LPL Financial LLC ($179.1M) and BOS Asset Management, LLC ($45.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
AB Ultra Short Income ETF
Filed as
AB ACTIVE ETFS INC (Q3 2025)
CUSIP
00039J103
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 49Q1 2024Q2 2024: 63Q2 2024Q3 2024: 67Q3 2024Q4 2024: 77Q4 2024Q1 2025: 74Q1 2025Q2 2025: 77Q2 2025Q3 2025: 75Q3 2025Q4 2025: 85Q4 2025Q1 2026: 87Q1 2026Q2 2026: 92Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions8$8.2M
Exits8$44.9M

All 13F filers, Q2 2025 → Q3 2025: 1,542,287 shares bought and 2,929,294 shares sold, net −1,387,007 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 75 holders

Alliancebernstein L.P. 0.22% Reduce -7.4% 13,896,741 $704.2M
LPL Financial LLC 0.05% Add +3.1% 3,533,525 $179.1M
BOS Asset Management, LLC 12.92% Add +8.6% 900,406 $45.6M
Raymond James Financial Inc. 0.01% Add +71.6% 869,953 $44.1M
Wells Fargo & Company 0.01% Add +13.5% 586,477 $29.7M
Kensington Asset Management, LLC 1.51% Add +396.8% 497,486 $25.2M
IHT Wealth Management, LLC 0.53% Add +20.6% 412,719 $20.9M
Mariner, LLC 0.02% Reduce -14.4% 336,092 $17.0M
Private Advisor Group, LLC 0.07% Reduce -31.4% 281,795 $14.3M
Osaic Holdings, Inc. 0.02% Add +3.7% 229,764 $11.6M
Truist Financial Corp. 0.01% Add +1.5% 217,936 $11.0M
Envestnet Asset Management Inc. 0.00% Reduce -48.4% 206,610 $10.5M
Ausdal Financial Partners, Inc. 0.51% Add +5.3% 205,427 $10.4M
D.A. Davidson & Co. 0.06% Add +11.5% 199,358 $10.1M
Kestra Advisory Services, LLC 0.05% Add +89.3% 199,258 $10.1M
Kingsview Wealth Management, LLC 0.14% Add +3.8% 185,324 $9.4M
Commonwealth Equity Services, LLC 0.01% Reduce -6.0% 180,959 $9.2M
Stifel Financial Corp. 0.01% Add +22.7% 131,148 $6.6M
Atlas Private Wealth Advisors 1.25% Reduce -20.1% 100,385 $5.1M
Citadel Advisors 0.00% Add +140.4% 88,974 $4.5M
PMG Wealth Management, Inc. 2.99% Add +0.4% 77,553 $3.9M
Wedbush Securities Inc. 0.13% Reduce -78.1% 77,098 $3.9M
Goldman Sachs Group Inc. 0.00% New 76,385 $3.9M
Cambridge Investment Research Advisors, Inc. 0.01% Add +15.8% 73,722 $3.7M
Moran Wealth Management, LLC 0.10% Reduce -63.4% 68,120 $3.5M
Flagship Harbor Advisors, LLC 0.11% Reduce -36.2% 48,324 $2.4M
Sanctuary Advisors, LLC 0.01% Add +28.2% 45,016 $2.3M
NewEdge Advisors, LLC 0.01% Add +21.1% 42,419 $2.1M
Quantum Private Wealth, LLC 0.57% Add +152.2% 38,528 $2.0M
Lowe Wealth Advisors, LLC 0.50% Reduce -1.6% 27,174 $1.4M
WPG Advisers, LLC 1.05% Add +7.3% 26,782 $1.4M
USAdvisors Wealth Management, LLC 0.46% Add +1.6% 26,461 $1.3M
Jane Street Group, LLC 0.00% New 26,310 $1.3M
Wealthcare Advisory Partners LLC 0.03% Reduce -1.7% 26,212 $1.3M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -6.2% 26,178 $1.3M
Alteri Wealth LLC 0.42% Add +20.3% 23,902 $1.2M
Trilogy Capital Inc. 0.05% Add +0.1% 21,198 $1.1M
VestGen Advisors, LLC 0.03% Add +7.9% 20,602 $1.0M
Concurrent Investment Advisors, LLC 0.02% Add +65.6% 18,987 $962K
Tme Financial, Inc. 0.72% Add +3.8% 18,842 $955K
Equitable Holdings, Inc. 0.01% Add +42.5% 17,951 $910K
Cetera Investment Advisers 0.00% Reduce -5.1% 16,888 $856K
Cozad Asset Management Inc. 0.07% Reduce -3.3% 16,752 $849K
Private Trust Co. NA 0.07% No change 16,075 $815K
Envestnet Portfolio Solutions, Inc. 0.00% Add +5.5% 16,028 $812K
Mgo One Seven LLC 0.02% New 15,600 $791K
Davis Wealth Advisors, LLC 0.68% New 14,976 $759K
Horizon Wealth Management, LLC 0.11% New 14,960 $758K
Integrated Wealth Concepts LLC 0.01% Reduce -73.1% 13,873 $703K
Great Valley Advisor Group, Inc. 0.01% Reduce -6.2% 13,614 $690K
Encompass Wealth Advisors, LLC 0.22% Add +0.5% 12,973 $657K
Independent Financial Group, LLC 0.02% Reduce -43.3% 12,945 $656K
Mma Asset Management LLC 0.19% Add +118.6% 11,162 $566K
Ellsworth Advisors, LLC 0.12% Reduce -60.5% 10,808 $547K
Greenwood Capital Associates LLC 0.06% New 9,891 $501K
Leavell Investment Management, Inc. 0.02% Add +5.0% 9,794 $496K
Comerica Bank 0.00% No change 8,673 $440K
Laraway Financial Advisors Inc 0.29% Add +9.4% 8,317 $421K
Guerra Advisors Inc 0.15% Reduce -28.7% 8,272 $419K
MML Investors Services, LLC 0.00% Reduce -44.0% 6,094 $309K
Merit Financial Group, LLC 0.00% Add +0.8% 5,464 $277K
Claro Advisors Inc. 0.04% Add +12.7% 5,415 $274K
Steward Partners Investment Advisory, LLC 0.00% Reduce -57.5% 5,196 $263K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.05% Reduce -0.5% 5,122 $260K
Cornerstone Wealth Management, LLC 0.01% Reduce -54.1% 5,053 $256K
Accelerate Investment Advisors LLC 0.16% Reduce -0.8% 4,772 $242K
RFG Advisory, LLC 0.00% Reduce -48.3% 4,722 $239K
Rockefeller Capital Management L.P. 0.00% New 4,377 $222K
Rothschild Investment LLC 0.01% Reduce -10.7% 3,975 $201K
S.A. Mason LLC 0.05% No change 2,353 $119K
Colonial Trust Advisors 0.01% No change 1,675 $85K
Capital Investment Advisory Services, LLC 0.00% Add +1.0% 293 $15K
Westside Investment Management, Inc. 0.00% No change 180 $9K
Elevation Wealth Partners, LLC 0.00% New 124 $6K
Morgan Stanley 0.00% Reduce -99.7% 1 $68

"% of holder's portfolio" is YEAR's weight in each manager's 13F, not the share of AB Ultra Short Income ETF the manager owns.